Financial advisors costs and fees

Edward Jones offers a consultative, individualized approach to addressing your financial needs, including education savings, retirement planning and insurance.

Accounts, fees and costs

Working with an Edward Jones financial advisor means you have a partner who deeply understands you and your goals. Understanding your costs and fees is an integral part of that partnership.

We’ve designed our account options so you can choose the approach that works for you. With all our options, your financial advisor helps you by:

  • Building customized financial strategies that work for your goals and comfort with risk

  • Providing the knowledge and guidance you need to feel confident, informed and in control of your future

  • Staying connected throughout your journey to help keep you on track.

There are many benefits to seeing a financial advisor, so before you make any decisions about your path forward, we want to understand what’s important to you. Contact an Edward Jones financial advisor for a no-cost, no-obligation consultation today.

Get started by choosing the right Financial Advisor

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Important information:

Many of the investments available through Edward Jones are offered by prospectus. You should consider the investment objectives, risks and charges and expenses carefully before investing. The prospectus contains this and other important information. Your Edward Jones financial advisor can provide a prospectus, which you should read carefully before investing.

Edward Jones is a dually registered broker-dealer and investment adviser. Edward Jones Advisory Solutions® is a wrap fee program that provides investment advisory services for an asset-based fee. Depending on a client’s minimum investment, a client can select Fund Models, which invest in affiliated mutual funds (if available), unaffiliated mutual funds and exchange-traded funds (ETFs), or UMA Models, which also include separately managed allocations (SMAs). Please note that Benefit Plan accounts (as defined in the Client Agreement and Brochure) participating in Advisory Solutions Fund Models prior to June 1, 2018, do not pay the Portfolio Strategy Fee. Please review the applicable Edward Jones Advisory Solutions Brochure for more information.

Edward Jones Guided Solutions® is a client-directed advisory program designed to provide the client with ongoing investment advice, guidance and services for an asset-based fee. Depending on a client’s minimum investment, a client can select a Guided Solutions Fund Account, which permits investment in eligible mutual funds and exchange-traded funds (ETFs), or a Guided Solutions Flex Account, which also permits investment in eligible stocks and, for accounts of $50,000 or more, individual bonds and CDs. Within the Guided Solutions Fund Account, accounts can be established with an initial investment amount of less than $5,000 and are not subject to an account minimum. Until these accounts reach $5,000, they are limited in the number and types of investments that may be purchased or held. Please review the applicable Edward Jones Guided Solutions Brochure for more information.

The Edward Jones Select Account is a transactional (brokerage) account. You pay a commission when you buy and sell certain investments. Some investments, such as mutual funds, may also have internal expenses in addition to a sales charge. There is no minimum investment for a Select Account; however, some investments in Select Accounts require minimum purchase amounts. In an Edward Jones Select Account, you can build your portfolio with a range of investment choices that includes stocks, bonds, CDs, mutual funds, exchange-traded funds (ETFs) and annuities.

Certain brokerage accounts may not be part of the Select Account program. These accounts include some non-ERISA retirement plans, ERISA retirement plans, Flex Fund accounts and pooled employer retirement plans. Please contact your financial advisor for additional information. Purchases of annuities in a Select Account may require at least a $10,000 minimum.

Related links
Best Interest & Client Relationship Summary
Brokerage Account Agreements